Small Business Essentials
$119.80 Original price was: $119.80.$69.95Current price is: $69.95.
The complete Microsoft 365 toolkit for small business owners, freelancers & teams — manage tasks, budgets, and projects with ease.
- 5-in-1 bundle: OneNote, Outlook, MS Lists & Excel templates to organize work, money, and goals.
- Run your business smarter: manage clients, projects, and budgets all within Microsoft 365.
- Includes: Second Brain, Kanban Task Board, Budget Planner, Habit Tracker, Bills Calendar & more.
- Fully compatible: works with Microsoft 365 on desktop, web & mobile.
- Get 5 proven business tools for one low bundle price.
Trusted by entrepreneurs and small teams worldwide to streamline workflows, save time, and boost productivity.
- Instant Download - Easy Install - Fully Customisable
Instant Download
Get instant access with our digital downloads. As soon as your purchase is complete, you'll receive an email with your download link, invoice, and everything you need to get started — no waiting required.
Easy to Install
All our templates are easy to install on Windows and Mac, with seamless syncing across all devices supported by Microsoft OneNote — including PCs, laptops, iPhones, iPads, and Android devices.
Fully Customizable
Our templates are fully customizable, letting you tailor every page, section, and element to suit your workflow — whether you're managing tasks, projects, or notes.
All Prices in USD
All prices listed are in US dollars (USD), regardless of your location or billing country.
Small Business Essentials — Microsoft 365 Toolkit for Productivity & Growth
Organize, plan, and grow your business with 9 professional Microsoft 365 templates designed for entrepreneurs, teams, and small business owners who want to work smarter, not harder.
What’s included
- Second Brain for OneNote — Capture ideas, notes, and projects in one connected system using the PARA method.
- Kanban Task Board for OneNote — Manage to-do’s, clients, and projects visually with drag-and-drop task views.
- Simple Budget Planner for Excel — Track income, expenses, and profitability with ease.
- Habit Tracker for Excel — Build consistency in business and personal habits.
- Bills Calendar for Excel — Never miss a payment or due date again — track bills and invoices clearly.
Why small business owners love it
- ✅ Built for Microsoft 365 — everything syncs seamlessly between OneNote, Excel, and Outlook.
- ✅ Simplifies project management, budgeting, and task tracking.
- ✅ Ideal for freelancers, solopreneurs, consultants & growing teams.
- ✅ Fast setup — ready-to-use templates with step-by-step guides.
Perfect for anyone who wears many hats — this bundle helps you stay on top of operations, clients, and finances effortlessly.
What customers say
The Second Brain template alone is worth it. I finally have my ideas, notes, and projects in one place.
Running my small agency is so much easier now. The Kanban Board keeps all our client work organized.
The Excel Budget and Bills templates helped me get full visibility on our cash flow. Huge time-saver.
Everything connects — OneNote for planning, Excel for finance, Outlook for tasks. It just works together beautifully.
I use it every day to manage clients, projects, and my personal goals. Microsoft 365 finally feels complete.
The templates are so professional and easy to adapt. Perfect for small teams like ours.
I track tasks in OneNote and finances in Excel — everything feels integrated and organized.
Before this, I used 5 different apps. Now it’s all within Microsoft 365 — simple, efficient, and no extra costs.
The Bills Calendar is genius. I can plan payments and budget with zero stress.
These templates brought order to my chaos. I’m saving hours every week.
It’s like having a digital assistant built inside Microsoft 365. Highly recommended.
The perfect toolkit for small business owners who want simplicity and control.
Wish I’d found this earlier! It’s replaced 3 separate productivity apps for me.
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- Education
- Employee
- Environment
- Events
- Family
- Feedback
- Finance
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- Search contacts instantly — by name, email, phone or notes
- Color-coded layouts for faster scanning
- No new apps — use inside OneNote
- Sort and group with A-Z index tabs
- Flexible layouts that match your needs
Bring clarity and consistency to your team’s internal documentation.
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- One central place to manage company knowledge.
- No extra tools – works right inside Microsoft OneNote.
- Professional templates for SOPs, policies, manuals and more.
- Secure and private with Office 365 cloud integration.
- Fast onboarding, training, and ongoing updates made simple.
Get Things Done — right inside OneNote. Capture, organise and review with a clear weekly rhythm.
- GTD in OneNote: Inboxes, Projects, Next Actions, and a Weekly Review that sticks.
- Structured yet flexible: Brain dump & triggers, project pages, and “This Week” focus.
- Fast setup: One-click notebook + quick-start guide — be productive in minutes.
- Works where you work: OneNote on Windows, Mac & Web — great with Teams/SharePoint.
Perfect for personal and professional life — students, freelancers, and busy teams in Microsoft 365.
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- Covers goal setting & tracking, habits, reflection & journaling, mindset, and learning.
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Get 20 proven ChatGPT prompts designed to streamline your projects inside Microsoft 365.
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- Covers planning & scoping, tracking & reporting, meetings & collaboration, task management, and post-project review.
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Includes Support & All upgrades for the period of your subscription.
Grow with confidence. Track your progress. Achieve your goals.
- Start fast with guided templates and expert structure
- Track skills, goals, and leadership development in one place
- Adaptable for individuals, teams, or HR managers
- Simple enough for beginners, powerful enough for pros
- Always accessible inside OneNote on any device
Boost clarity. Break through mental clutter.
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- Structure your goals and eliminate procrastination
- All-in-one toolkit inside OneNote
- Designed for both personal and professional growth
- Use powerful planners and templates to stay focused
- Works across devices – always accessible
Get 20 proven ChatGPT prompts designed to streamline your projects inside Microsoft 365.
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- Covers planning & scoping, tracking & reporting, meetings & collaboration, task management, and post-project review.
- No guesswork — just copy, paste, and run with ChatGPT.
- Includes example outputs and usage tips.
- Perfect for professionals, teams, and project managers.
- Based on real-world project delivery and PMO workflows.
Get 20 proven ChatGPT prompts designed to streamline your projects inside Microsoft 365.
-
- Covers planning & scoping, tracking & reporting, meetings & collaboration, task management, and post-project review.
- No guesswork — just copy, paste, and run with ChatGPT.
- Includes example outputs and usage tips.
- Perfect for professionals, teams, and project managers.
- Based on real-world project delivery and PMO workflows.
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- Everything in one digital place — no paper clutter
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